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Holders — by stockHoldings — by fund

AMARILLO NATIONAL BANK

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001053013

$623.8M

disclosed book value

98

positions

15.3%

largest position share

Positions, as of 2026-06-30

top 98 of 98 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVViShares Core S&P 500 ETF127,047$95.1M15.3%
2IVEiShares S&P 500 Value ETF264,601$60.1M9.6%
3IDEViShares Core MSCI Intl Dev Mkts ETF602,848$53.7M8.6%
4AGGiShares Core US Aggregate Bond ETF448,532$44.4M7.1%
5IVWiShares S&P 500 Growth ETF292,223$40.2M6.4%
6EEMiShares MSCI Emerging Markets ETF547,167$37.4M6%
7SPYS&P Depositary Receipt45,009$33.6M5.4%
8IAGGiShares Core International Aggt Bd ETF596,651$30.2M4.8%
9IWRiShares Russell Mid-Cap ETF213,419$23.5M3.8%
10IWMiShares Russell 2000 ETF74,408$22.4M3.6%
11HYGiShares iBoxx $ High Yield Corp Bd ETF215,898$17.3M2.8%
12AAPLApple Computer Inc46,481$13.4M2.2%
13EFAiShares MSCI EAFE Index Fund128,420$13.3M2.1%
14NVDANvidia Corp58,060$11.6M1.9%
15WMTWal-Mart Stores Inc90,333$10.2M1.6%
16JPMJP Morgan Chase & Co Com29,568$9.7M1.6%
17DVYiShares JD Select Dividend53,355$8.3M1.3%
18MSFTMicrosoft Corp.20,650$7.7M1.2%
19GOOGLAlphabet Inc Cap Stk CL A Cap Stk19,886$7.1M1.1%
20AMZNAmazon Com Inc25,739$6.1M1%
21GOOGAlphabet Inc Cap Stk CL C Cap15,169$5.4M0.9%
22ATOAtmos Energy Corporation28,567$4.9M0.8%
23CATCaterpillar Inc4,076$4.3M0.7%
24PBProsperity Bancshares Inc56,012$4.1M0.7%
25IWSiShares Russell Midcap Value22,592$3.7M0.6%
26XOMExxon Hldgs Corp Com26,910$3.7M0.6%
27XLIState Street Industrial Select Sec SPDR EFT19,333$3.6M0.6%
28CATHGlobal X Fds33,419$3.0M0.5%
29DFUSDimensional U.S. Equity Market ETF34,028$2.8M0.4%
30IWPiShares Russell Midcap Grwth17,706$2.6M0.4%
31VVisa Inc Class A6,913$2.4M0.4%
32HOMBHome Bancshares Inc Com77,520$2.2M0.4%
33IJHiShares S&P Midcap 40027,845$2.1M0.3%
34ORCLOracle Systems14,365$2.1M0.3%
35LLYEli Lilly Company1,676$2.0M0.3%
36BRK/BBerkshire Hathaway Inc-CL B3,059$1.5M0.2%
37AXPAmerican Express Co4,267$1.4M0.2%
38MAMastercard Inc Class A2,631$1.4M0.2%
39DEDeere & Co - Common1,941$1.2M0.2%
40DFUVDimensional ETF Trust US Mktwide Value19,084$1.0M0.2%
41AIVLWisdomTree U.S. Al Enhanced Value Fund7,031$921,9840.1%
42BLESInspire Global Hope ETF17,644$841,4420.1%
43SHYiShares Barclays 1-3 Year Treasury Bond Fund9,604$788,5840.1%
44CVXChevron Corp4,716$781,7240.1%
45BRK/ABerkshire Hathaway Inc1$748,8500.1%
46JMSIJ P Morgan Sustainable Municipal Inc. A14,207$716,6020.1%
47XELXcel Energy Inc Com8,909$715,3930.1%
48ADIAnalog Devices Inc1,723$684,3240.1%
49JNJJohnson & Johnson2,669$677,8460.1%
50IEFAiShares Tr Core MSCI EAFE6,632$640,5190.1%
51IEFiShares Barclays 7-10 Year Treasury Bond Fund6,770$640,2390.1%
52WFCWells Fargo & Co New Com Stk6,664$550,7130.1%
53ABBVAbbvie Inc Com2,134$537,0000.1%
54CLColgate Palmolive Co5,750$527,1600.1%
55DFASDimensional ETF Trust US Small Cap6,076$500,2980.1%
56IWNiShares Russell 2000 Value2,191$484,6490.1%
57CLI Capital93,333$466,6650.1%
58INTCIntel Corp3,315$462,8730.1%
59AVGOBroadcom Inc Com1,178$444,9900.1%
60KOCoca-Cola Company - Common5,220$424,2290.1%
61TXNTexas Instruments1,420$423,2590.1%
62UNHUnitedhealth Group Inc990$411,4740.1%
63DFATDimensional ETF Trust US Target Value5,455$381,3050.1%
64OKEOneok Inc Com New4,333$376,7110.1%
65PFEPfizer Inc15,513$373,5530.1%
66CSCOCisco Systems Inc3,101$364,2140.1%
67MRKMerck & Co Inc New Com2,803$360,1860.1%
68VTIVanguard Index Total Stock Mkt ETF962$355,9780.1%
69DLRDigital Rlty Tr Inc1,892$339,7660.1%
70ITWIllinois Tools Wks Inc1,256$339,7100.1%
71VLOValero Energy Corp Com Stk New1,250$325,5500.1%
72PGProcter & Gamble - Common2,100$307,9440%
73VUGVanguard Growth ETF3,336$287,3630%
74HDHome Depot Inc801$282,4970%
75PLDPrologis Inc Com2,080$281,7780%
76RTXRTX Corporation1,477$280,2310%
77DHRDanaher Corp DE1,390$264,7670%
78VIGVanguard Dividend Appreciation Index Fund1,090$257,9160%
79WDCWestern Digital Corp401$256,1270%
80GLWCorning Inc1,000$255,4300%
81MRVLMarvell Technology Group850$253,2070%
82METAMeta Platforms Inc.439$247,2840%
83LOWLowe's Companies1,059$233,4990%
84TAT&T Inc Com11,276$233,4130%
85SBUXStarbucks Corp2,269$231,8690%
86AMDAdvanced Micro Devices Inc398$231,2020%
87XLKState Street Technology Select Sec SPDR ETF1,172$223,2890%
88IBMInternational Business Machs782$219,9060%
89IJRiShares S&P Smallcap 6001,480$219,4990%
90COSTCostco Whsl Corp New Com231$216,0940%
91DFACDimensional ETF Trust US Core Equity 24,632$205,4760%
92VOVanguard Mid Cap ETF2,540$204,6480%
93ABTAbbott Laboratories2,253$204,4380%
94PMPhilip Morris Intl Inc1,130$204,4280%
95FMNBFarmers National Banc Corp14,000$204,4000%
96ICEIntercontinental Exchange Group1,656$203,8700%
97QCOMQualcomm Inc1,099$203,0840%
98MFMAberdeen Municipal Income Fund11,502$64,6410%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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